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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,376 | $150,447-46.6% | $136,298-41.0% | $147,586-45.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.11% | 1049.15%-1045.0pp | 5156.27%-5152.2pp | 578.59%-574.5pp |
| Employer contribution / active EE | $6,556 | $5,256+24.7% | $4,696+39.6% | $4,876+34.4% |
| Participant deferral / active EE | $7,588 | $6,631+14.4% | $6,247+21.5% | $5,439+39.5% |
| Admin fee / account holder | $18,142 | $10,906+66.3% | $9,244+96.3% | $10,886+66.7% |